-1.0%
SBUX vs RIVN
-85.0%
+84.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | -6.3% | +2.5% | -8.8% | -6.5% |
| 30D | -3.9% | -2.3% | -1.5% | -3.7% |
| 3M | +3.3% | +1.7% | +1.5% | +2.2% |
| 6M | +1.4% | +0.9% | +0.6% | -0.1% |
| YTD | +21.0% | -18.8% | +39.8% | +21.5% |
| 1Y | +22.4% | +14.8% | +7.6% | +16.8% |
| 3Y | +13.2% | -30.7% | +43.9% | +9.3% |
| All | -1.0% | -85.0% | +84.0% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling